Civic Intelligence

Holden Advisors Corp

Plan context: Holden Advisors Corp 401 K Profit Sharing Plan Trust

EIN 47-0908074 • Concord, MA • 14 filings • 3 plans

74 Junction Square DriveConcord, MA 01742
Current Snapshot

Latest Year

2024

2024 Participants

16

2024 Assets

$2,068,207

2024 Contributions

$286,040

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$2,068,207$1,034,104$0201120182024YearValue
$2,068,207Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

26130201120182024YearValue
16Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024116$2,068,207$286,040$17,878iApproximate average salary by contribution assumption: employee only about $446,938 at 4% or $297,958 at 6%; with 50% employer match about $297,958 at 4% or $198,639 at 6%; with 100% employer match about $223,469 at 4% or $148,979 at 6%.
Holden Advisors Corp 401 K Profit Sharing Plan Trust-16$2,068,207$286,040$17,878iApproximate average salary by contribution assumption: employee only about $446,938 at 4% or $297,958 at 6%; with 50% employer match about $297,958 at 4% or $198,639 at 6%; with 100% employer match about $223,469 at 4% or $148,979 at 6%.
2023118$1,522,154$713,535$39,641iApproximate average salary by contribution assumption: employee only about $991,021 at 4% or $660,681 at 6%; with 50% employer match about $660,681 at 4% or $440,454 at 6%; with 100% employer match about $495,510 at 4% or $330,340 at 6%.
Holden Advisors Corp 401 K Profit Sharing Plan Trust-18$1,522,154$713,535$39,641iApproximate average salary by contribution assumption: employee only about $991,021 at 4% or $660,681 at 6%; with 50% employer match about $660,681 at 4% or $440,454 at 6%; with 100% employer match about $495,510 at 4% or $330,340 at 6%.
2022120$1,523,709$450,331$22,517iApproximate average salary by contribution assumption: employee only about $562,914 at 4% or $375,276 at 6%; with 50% employer match about $375,276 at 4% or $250,184 at 6%; with 100% employer match about $281,457 at 4% or $187,638 at 6%.
Holden Advisors Corp 401 K Profit Sharing Plan Trust-20$1,523,709$450,331$22,517iApproximate average salary by contribution assumption: employee only about $562,914 at 4% or $375,276 at 6%; with 50% employer match about $375,276 at 4% or $250,184 at 6%; with 100% employer match about $281,457 at 4% or $187,638 at 6%.
2021126$1,723,416$433,905$16,689iApproximate average salary by contribution assumption: employee only about $417,216 at 4% or $278,144 at 6%; with 50% employer match about $278,144 at 4% or $185,429 at 6%; with 100% employer match about $208,608 at 4% or $139,072 at 6%.
Holden Advisors Corp 401 K Profit Sharing Plan Trust-26$1,723,416$433,905$16,689iApproximate average salary by contribution assumption: employee only about $417,216 at 4% or $278,144 at 6%; with 50% employer match about $278,144 at 4% or $185,429 at 6%; with 100% employer match about $208,608 at 4% or $139,072 at 6%.
2020117$1,227,349$67,016$3,942iApproximate average salary by contribution assumption: employee only about $98,553 at 4% or $65,702 at 6%; with 50% employer match about $65,702 at 4% or $43,801 at 6%; with 100% employer match about $49,276 at 4% or $32,851 at 6%.
Holden Advisors Corp 401 K Profit Sharing Plan Trust-17$1,227,349$67,016$3,942iApproximate average salary by contribution assumption: employee only about $98,553 at 4% or $65,702 at 6%; with 50% employer match about $65,702 at 4% or $43,801 at 6%; with 100% employer match about $49,276 at 4% or $32,851 at 6%.
2019119$1,117,633$230,360$12,124iApproximate average salary by contribution assumption: employee only about $303,105 at 4% or $202,070 at 6%; with 50% employer match about $202,070 at 4% or $134,713 at 6%; with 100% employer match about $151,553 at 4% or $101,035 at 6%.
Holden Advisors Corp 401 K Profit Sharing Plan Trust-19$1,117,633$230,360$12,124iApproximate average salary by contribution assumption: employee only about $303,105 at 4% or $202,070 at 6%; with 50% employer match about $202,070 at 4% or $134,713 at 6%; with 100% employer match about $151,553 at 4% or $101,035 at 6%.
2018120$1,075,962$485,930$24,297iApproximate average salary by contribution assumption: employee only about $607,413 at 4% or $404,942 at 6%; with 50% employer match about $404,942 at 4% or $269,961 at 6%; with 100% employer match about $303,706 at 4% or $202,471 at 6%.
Holden Advisors Corp 401 K Profit Sharing Plan Trust-20$1,075,962$485,930$24,297iApproximate average salary by contribution assumption: employee only about $607,413 at 4% or $404,942 at 6%; with 50% employer match about $404,942 at 4% or $269,961 at 6%; with 100% employer match about $303,706 at 4% or $202,471 at 6%.
2017116$913,413$261,304$16,332iApproximate average salary by contribution assumption: employee only about $408,288 at 4% or $272,192 at 6%; with 50% employer match about $272,192 at 4% or $181,461 at 6%; with 100% employer match about $204,144 at 4% or $136,096 at 6%.
Holden Advisors Corp 401 K Profit Sharing Plan Trust-16$913,413$261,304$16,332iApproximate average salary by contribution assumption: employee only about $408,288 at 4% or $272,192 at 6%; with 50% employer match about $272,192 at 4% or $181,461 at 6%; with 100% employer match about $204,144 at 4% or $136,096 at 6%.
2016113$580,969$217,540$16,734iApproximate average salary by contribution assumption: employee only about $418,346 at 4% or $278,897 at 6%; with 50% employer match about $278,897 at 4% or $185,932 at 6%; with 100% employer match about $209,173 at 4% or $139,449 at 6%.
Holden Advisors Corp 401 K Profit Sharing Plan Trust-13$580,969$217,540$16,734iApproximate average salary by contribution assumption: employee only about $418,346 at 4% or $278,897 at 6%; with 50% employer match about $278,897 at 4% or $185,932 at 6%; with 100% employer match about $209,173 at 4% or $139,449 at 6%.
2015111$494,104$147,303$13,391iApproximate average salary by contribution assumption: employee only about $334,780 at 4% or $223,186 at 6%; with 50% employer match about $223,186 at 4% or $148,791 at 6%; with 100% employer match about $167,390 at 4% or $111,593 at 6%.
Holden Advisors Corp 401 K Profit Sharing Plan Trust-11$494,104$147,303$13,391iApproximate average salary by contribution assumption: employee only about $334,780 at 4% or $223,186 at 6%; with 50% employer match about $223,186 at 4% or $148,791 at 6%; with 100% employer match about $167,390 at 4% or $111,593 at 6%.
2014111$389,802$159,709$14,519iApproximate average salary by contribution assumption: employee only about $362,975 at 4% or $241,983 at 6%; with 50% employer match about $241,983 at 4% or $161,322 at 6%; with 100% employer match about $181,488 at 4% or $120,992 at 6%.
Holden Advisors Corp 401 K Profit Sharing Plan Trust-11$389,802$159,709$14,519iApproximate average salary by contribution assumption: employee only about $362,975 at 4% or $241,983 at 6%; with 50% employer match about $241,983 at 4% or $161,322 at 6%; with 100% employer match about $181,488 at 4% or $120,992 at 6%.
2013111$301,831$140,197$12,745iApproximate average salary by contribution assumption: employee only about $318,630 at 4% or $212,420 at 6%; with 50% employer match about $212,420 at 4% or $141,613 at 6%; with 100% employer match about $159,315 at 4% or $106,210 at 6%.
Holden Advisors Corp 401 K Profit Sharing Plan Trust-11$301,831$140,197$12,745iApproximate average salary by contribution assumption: employee only about $318,630 at 4% or $212,420 at 6%; with 50% employer match about $212,420 at 4% or $141,613 at 6%; with 100% employer match about $159,315 at 4% or $106,210 at 6%.
201219$134,905$113,459$12,607iApproximate average salary by contribution assumption: employee only about $315,164 at 4% or $210,109 at 6%; with 50% employer match about $210,109 at 4% or $140,073 at 6%; with 100% employer match about $157,582 at 4% or $105,055 at 6%.
Holden Advisors Corp 401 K Profit Sharing Plan Trust-9$134,905$113,459$12,607iApproximate average salary by contribution assumption: employee only about $315,164 at 4% or $210,109 at 6%; with 50% employer match about $210,109 at 4% or $140,073 at 6%; with 100% employer match about $157,582 at 4% or $105,055 at 6%.
201115$16,167$16,218$3,244iApproximate average salary by contribution assumption: employee only about $81,090 at 4% or $54,060 at 6%; with 50% employer match about $54,060 at 4% or $36,040 at 6%; with 100% employer match about $40,545 at 4% or $27,030 at 6%.
Holden Advisors Corp 401 K Profit Sharing Plan Trust-5$16,167$16,218$3,244iApproximate average salary by contribution assumption: employee only about $81,090 at 4% or $54,060 at 6%; with 50% employer match about $54,060 at 4% or $36,040 at 6%; with 100% employer match about $40,545 at 4% or $27,030 at 6%.